Sales & Customer Service
Modern CRM with Copilot, tailored to your pipeline and case workflows.
Run your business on Dynamics 365. We implement and customize CRM and ERP — Sales, Customer Service, Business Central, and Finance — with Copilot built in.
Inc. 5000 #749 · Inc. Regionals #57 (Midwest) · 3x Microsoft Solutions Partner · 557% 3-Year Growth · 100% Client Retention
Disconnected CRM and ERP systems slow growth. We implement Dynamics 365 so your front office and back office data flow together, with governance and Copilot built in.
Modern CRM with Copilot, tailored to your pipeline and case workflows.
Cloud ERP for finance, inventory, and operations with migration from QuickBooks, GP, and Navision.
Enterprise financial management modernization with secure controls and reporting.
Delivery, resource, and project accounting workflows for services organizations.
Dynamics 365 implementations connected to Microsoft 365, Power Platform, and Azure from day one.
Proven migration paths from QuickBooks, GP, Navision, and legacy CRM platforms.
We tailor Dynamics around how your teams operate, not around generic templates.
Copilot and automation are embedded across sales, service, and finance workflows.
Audit current systems, map target operating model, and prioritize rollout waves.
Design CRM + ERP architecture, security model, integrations, and data foundations.
Configure Dynamics, implement customizations, migrate data, and automate QA.
Go-live planning, user enablement, optimization, and managed support after launch.
Client Retention Rate
Every client who works with us comes back
Projects Delivered
Since 2013, across 4 industries
Microsoft Designations
Digital & App Innovation, Infrastructure, Data & AI
Every Solution Enhanced
AI embedded in every service we deliver
Extend CRM and ERP workflows with low-code apps and automation.
Learn more →Connect Dynamics 365 to partners, ERPs, and external systems.
Learn more →Build executive dashboards on top of Dynamics and operational data.
Learn more →Drive adoption with Teams, Outlook, and collaboration integration.
Learn more →“Al Rafay Consulting was an outstanding partner in developing our internal pipeline tracker. They took a detailed upfront inventory of the team's existing tools and processes, as well as areas our overall system could improve. ARC was extremely communicative throughout the development process and instrumental in the successful launch.”
Adam Goldblatt
Director, Investments
BioMed Realty
“BioMed Realty engaged ARC 7 years ago originally to kick start an internal SharePoint campaign with the goal of increasing productivity through workflow automation. We've now grown our work with SharePoint into a full blown Business Intelligence platform that has created tremendous efficiency and value for our organization.”
David Hsiao
Senior Vice President, CIO
BioMed Realty
“When we were looking to design and implement our new website, ARC was an invaluable partner. ARC assisted us in selecting a flexible platform and implementing our design ideas into a website that we can easily manage and update as we grow our business.”
Catherine Hastings
Chief Financial Officer
Innovative Industrial Properties
“Al Rafay Consulting went above and beyond to give us the Event Management tool that we needed to take our organization to the next level. Ali and his team developed an events management platform for San Diego Theatres, sat side by side with us while learning our industry and business model, and through it all exhibited patience, collaboration, and resolve to get it done.”
Kelly Bargabos
CFO/COO
San Diego Theatres
“Working with ARC over the past 3 years has been nothing short of exceptional. The team has everything that you would look for in a consultant and then some. A vast knowledge of their core business as well as a hunger to learn new industries and skills has proven to be a critical aspect of our partnership.”
Mark Zikra
Director of Technology
CA Ventures
Book a Dynamics 365 fit assessment to map your CRM and ERP priorities, migration scope, and rollout plan.